Shaping the Field of Philanthropic Advising

Philanthropic advising is evolving from an informal add-on to a distinct and emerging profession. In this episode of the Purposeful Planning Podcast, host Joseph Brooks sits down with Dien Yuen, CEO of Daylight, and Marguerite Griffin of Northern Trust to explore the growing field of philanthropic advising. Together, they discuss what modern philanthropic advisors actually do, the core competencies required for excellence, and the work underway to professionalize the field through research, credentialing, and community-building. From values-centered planning and family dynamics to AI, risk management, and the future of impact, this conversation offers a thoughtful look at how advisors can unlock philanthropic capital and help families translate purpose into meaningful, sustainable social impact.